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iShares Expanded Tech Sector ETF
IGM

213 hedge funds and large institutions have $1.2B invested in iShares Expanded Tech Sector ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,357% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $1.02M

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

17% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$174M)

9% more funds holding

Funds holding: 196 → 213 (+17)

8.1% more ownership

Funds ownership: 256.53% → 264.63% (+8.1%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
4.3%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
32
Increased
50
Reduced
65
Closed
14
Calls
$25.1M
Puts
$1.02M
Net Calls
+$24.1M
Net Calls Change
+$2.22M

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$45.1M
2
BJ
Brouwer & Janachowski
California
+$17.4M
3
HGWM
Horst & Graben Wealth Management
Oregon
+$8.2M
4
PBCM
Point Break Capital Management
Florida
+$7.29M
5
Goldman Sachs
Goldman Sachs
New York
+$7.16M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.74M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.62M
4
RJA
Raymond James & Associates
Florida
-$6.48M
5
Wells Fargo
Wells Fargo
California
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
201
Horan Securities
United States
$17K – – –
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$15K – – –
RFA
203
Reilly Financial Advisors
California
$15K – – –
SFSIG
204
San Francisco Sentry Investment Group
California
$15K – – –
NFG
205
Next Financial Group
Texas
$15K +$14.2K +282 New
CIAS
206
Capital Investment Advisory Services
North Carolina
$14K – – –
IWP
207
IAG Wealth Partners
Wisconsin
$13K +$12.7K +252 New
BWA
208
BDO Wealth Advisors
Florida
$11K – – –
GRP
209
Global Retirement Partners
California
$6K – – –
AIC
210
Archer Investment Corporation
Indiana
$5.87K – – –
SFS
211
Sowell Financial Services
Arkansas
$5K – – –
MAWCM
212
Mine & Arao Wealth Creation & Management
California
$3K +$3.03K +60 New
WIM
213
Westside Investment Management
California
$207 -$75.7K -1,500 -27%
BCM
214
Barometer Capital Management
Ontario, Canada
– -$1.51M -32,400 Closed
PP
215
Prudential plc
United Kingdom
– -$1.4M -30,000 Closed
CG
216
Cutler Group
California
– -$1.18M -23,400 Closed
PFS
217
Prospera Financial Services
Texas
– -$669K -14,382 Closed
CRWM
218
Castle Rock Wealth Management
California
– -$609K -12,054 Closed
HFA
219
High Falls Advisors
New York
– -$488K -10,500 Closed
Prudential Financial
220
Prudential Financial
New Jersey
– -$247K -5,316 Closed
GPA
221
Guidance Point Advisors
Massachusetts
– -$216K -4,644 Closed
CFG
222
Citizens Financial Group
Rhode Island
– -$213K -4,578 Closed
AWM
223
Apollon Wealth Management
South Carolina
– -$56K -1,200 Closed
KPW
224
Kore Private Wealth
New York
– -$27K -600 Closed
Simplex Trading
225
Simplex Trading
Illinois
– -$18K -402 Closed
6 7 8
9
10

IGM Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Expanded Tech Sector ETF (IGM) for Q3 2020, worth a combined $1.2B — up 17% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGM positions and 14 closed out — a net gain of 18 holders — while 50 added to existing stakes and 65 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $45.1M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 213 institutional investors held iShares Expanded Tech Sector ETF (IGM) as of Q3 2020, up from 196 in Q2 2020.
  • Funds reported $1.2B of iShares Expanded Tech Sector ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 32 funds opened new iShares Expanded Tech Sector ETF positions in Q3 2020 and 14 closed out, a net change of +18 holders.
  • The largest iShares Expanded Tech Sector ETF buyer in Q3 2020 was Equitable Holdings, an estimated $45.1M added.
  • The largest iShares Expanded Tech Sector ETF seller in Q3 2020 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2020.